See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,086 | $133,958-33.5% | $112,228-20.6% | $134,475-33.8% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -13.64% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $12,757 | $4,038+215.9% | $3,635+251.0% | $4,740+169.2% |
| Participant deferral / active EE | $7,710 | $5,291+45.7% | $4,728+63.1% | $6,400+20.5% |
| Admin fee / account holder | $34,176 | $7,489+356.4% | $6,410+433.2% | $11,426+199.1% |